BRWA
BW icon

B. Riley Wealth Advisors’s Babcock & Wilcox BW Stock Holding History

B. Riley Wealth Advisors’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$143K Buy
+10,160
New +$172K 0.01% 807
2024
Q4 		$23.9K Sell
14,560
-2,349
-14% -$4.97K ﹤0.01% 1130
2024
Q3 		$34.4K Buy
16,909
+4,609
+37% +$6.55K ﹤0.01% 1245
2024
Q2 		$17.8K Buy
+12,300
New +$14.8K ﹤0.01% 1366
2024
Q1 		– Sell
-12,300
Closed -$18K – 1457
2023
Q4 		$18K Buy
+12,300
New +$26.2K ﹤0.01% 1374
2023
Q1 		– Sell
-12,797
Closed -$73.8K – 1533
2022
Q4 		$73.8K Hold
12,797
– – ﹤0.01% 1389
2022
Q3 		$82K Buy
+12,797
New +$95.1K ﹤0.01% 1345

Other funds holding BW

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

B. Riley Wealth Advisors's BW Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Babcock & Wilcox (BW) in Q2 2026: 10,160 shares worth $143K. The stake represents 0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in BW as recently as Q4 2024.

B. Riley Wealth Advisors first reported a position in BW in Q3 2022 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • B. Riley Wealth Advisors held 10,160 shares of Babcock & Wilcox worth $143K as of Q2 2026.
  • Babcock & Wilcox was a new B. Riley Wealth Advisors position in Q2 2026.
  • Babcock & Wilcox made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #807 holding.
  • B. Riley Wealth Advisors first reported a position in Babcock & Wilcox in Q3 2022 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.